Tax Prep Assistant — Client-Focused Returns & Data Entry

H&R Block; Morris (MN); On-site; USD 22,000 - 34,000; Full time

Job summary

H&R Block in Morris, MN is seeking an assistant to guide clients through the early tax interview, entering client and W-2 information into the tax program and supporting the preparation process.

You will help assemble the tax return, obtain required signatures, review the finished product with the client, and provide superior service to every client while completing bookkeeping tasks as assigned.

Qualifications

• High school diploma or equivalent
• Reading and math skills required to begin and finish the tax return interview
• Ability to communicate effectively in person and on the phone
• Previous experience with Windows-based computer programs
• Additional state and local requirements may apply

Responsibilities

• Assist with the beginning of the tax interview by entering client and W-2 information into the tax program
• Assist with the closing of the interview by assembling the tax return, obtaining required signatures, reviewing the finished product with the client, and completing bookkeeping procedures
• Ensure all H&R Block clients are receiving superior service
• All other duties as assigned

Skills

Reading and math

Communication skills

Windows-based software experience

Education

High school diploma or equivalent

Tools

Windows-based computer programs

Job description

H&R Block in Morris, MN is seeking an assistant to guide clients through the early tax interview, entering client and W-2 information into the tax program and supporting the preparation process.

You will help assemble the tax return, obtain required signatures, review the finished product with the client, and provide superior service to every client while completing bookkeeping tasks as assigned.